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Auto Attach Report .pdf to new source sheet row
Is it possible to take data from a Report and have it auto export as pdf/excel file and attach that new file to another sheets row? Case: We have a User Access process built and once a month, the primary owners of each software need to review the user access as a pdf file. We were using the "Send as Attachment" feature in…
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Multiple columns condtional furmola/formate
Hi , I have fleet of cars my drivers manually on daily basis type the KM/Millage reading in Column (Km/Today) I need formulla for column Alert as follows: - - - - - - - - - - - - - - - - - - -- - - - If number in col (Oil Next) is less than col ( Km/Tiday) the alert Col is (Green) AND If number in col (Oil Next) is Higher…
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Move Automation seems to be timing out or conflict
I have a move automation triggered from a cell update. There are currently about 900 records that I would like to move to a separate worksheet. The worksheet contains about 170 columns that would be moved. There are multiple people in the worksheet throughout the day. Additionally, there are other automations launching…
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Add Source Sheet When Copying Rows to New Sheet
Is it possible to put a link to the source sheet that a row was copied from in the copied to sheet with a formula so it adds the source each time? Sort of like a report will give the source sheet. I'm copying rows to a rollup sheet, but I'd like the roll up sheet to have the link so it is easy for the used to go to the…
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Reminder if Nothing has Changed in a row
Hey, I am trying to add a reminder or notification to people (identified in the row) if they have not updated anything in the row in the last month. Is there a way to do this? If not, I would also be okay if having a notification/reminder go out to people (identified in the row) if a specific column has not been updated in…
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Time-Based Automated Workflow where date field is linked from separate Smartsheet sheet
I have a summary page that pulls in key dates from other sheets. I set up automated workflows based on those date fields, and found that they don't run (I assume they don't recognize the data in the date fields). This feature would be extremely useful for me. Is it something that would be considered?
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Workflow Automation: Copy changes to a new sheet
I manage a smartsheet that has a 2yr rolling forecast for 1,000+ expenses. At the end of the month, I would like to review and share all the changes that have been made to the "Cost" column. With workflow automation, I know that when a change is made to the Cost column, I can: Have the changes emailed to me at a frequency…
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Automation Lock Column
We need to auto-lock a column based on criteria like we can lock rows within the automation workflow.
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why are my emails not being sent in an automation?
I am putting automations in a sheet, and the email piece of a couple of them are not sending. I have automations in this sheet and others that do send emails. And the other items in the automations are running, just not the emails. What could be going on?
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Start date auto update?
Hi, everyone. I'm very new to using Smartsheet and am having some troubles regarding start/finish dates. I'm trying to find and use the correct formula/automation to change the start dates if the previous job task has run over its allocated time. For example, I use Smartsheet to schedule trades for job sites, if a tiler…
